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Where you will find us

Virtual notes - yes please

Frequently Asked Questions

Most clients come to us when they are starting to think seriously about retirement or newly into retirement. This is not age specific, as we see people transition to a work optional lifestyle at all ages these days. Our clients recognize that retirement is a special opportunity in life and they want a partner who specializes in seeking the most of that opportunity through retirement specific services and ongoing education opportunities. 

Most clients come to us when they are starting to think seriously about retirement or newly into retirement. This is age specific as we see people transition to a work optional lifestyle at all ages these days. Our clients recognize that retirement is a special opportunity in life and they want a partner who specializes in seeking the most out of that opportunity through retirement specific services and ongoing education opportunities. 

Yes, the services we offer are highly specialized so we cannot do it for everyone. In order to make sure we always have adequate time for our clients, we ask that our clients have minimum of one million dollars of investable assets.

Yes,

  • for pre-retirees that need guidance on programs like Medicare, social security, pensions and other corporate benefits, and 401ks, we have a flat one time $2,500 fee for our planning services
  • for our retirees that have already made these major decisions, we offer a retirement check up for a one time flat $500 fee.

We believe you must have a compass and a map prior to starting any journey. The financial plan will dictate every decision we make and therefore it is the most important ongoing service we offer. We do not invest money for clients absent of a financial plan and we see the planning process as a tryout for both parties to ensure we work well together. In order to allocate the proper amount of time, we need to have a cost associated with this service. We know some advisors offer this service for free especially if it leads a sale of a product or moving your account to them. We believe that is a conflict of interest and at the end of the day you get what you pay for.

Yes, the fact that our advisors are Certified Financial Planners CFP® means we are held to an additional fiduciary standard than those working in the the industry without this designation. 

Yes, we are licensed in many states and have the ability to get licensed in whatever state you reside.